You just finished creating your template now it's time to start exporting your data from SourceDay. We are going to use your Purchase Orders | All Open Tab in order to pull all of the lines and releases that you might want to update. You can export PO Lines from any tab in the Dashboard, like Updates or Pending. Using All Open allows you to capture all of your open lines and then remove any lines from the download file that you are not ready to update without a lot of copying and pasting. This file will be the starting point for your import.
In your import file, you can acknowledge orders, propose changes to the cost, qty or date and provide shipping information.
PRO TIP:
Utilize the Advanced Search feature to filter the PO lines displayed on the dashboard and export the tab you need. Advanced Search will filter all tabs to display only the PO lines that match the search criteria.
Export your data from SourceDay
- Once logged in, click on "Purchase Orders" and then "All Open"
- Then click "Export" and choose "CSV" - this will queue the .csv in your reports section
- Then click "Performance Insights" at the top of the the page (the same level as the SourceDay logo) and select Reports
- You will then see your export appear in the reports list. Note: If you see a status of pending, grab a cup of tea, and by the time you come back, your report should be ready for download; but you may need to refresh your screen
- Download the file and open it
Let's move on to the next step - Adding Your Changes to the Template File
Keep Learning
- Creating your template
- Exporting your data <- You are here
- Adding your changes to the template file
- Uploading the template and mapping the fields
- Testing the upload
- Processing the file
- Resetting your values